Steven Trulaske signed True Mfg. Co., Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
True Mfg. Co., Inc.'s EIN is 43-0709967.
Download the official 2024 Form 5500 (PDF) for True Mfg. Co., Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)True Mfg. Co., Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $381K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund (Registered Investment Company) | Common Collective Trusts | — | — | $36.3M | 16.0% | |
| BLACKROCK LFPTH DYNAM RET T FD BLACKROCK INST TRUST CO · EIN 84-3263619 / PN 001 | Common Collective Trust | — | — | $25.0M | 11.0% | |
| BLACKROCK LFPTH DYNM 2035 T FD BLACKROCK INST TRUST CO · EIN 84-3225591 / PN 001 | Common Collective Trust | — | — | $18.0M | 7.9% | |
| Principal Morley Stable Value Fund (Common/Collective Trust) | Stable Value | — | — | $13.7M | 6.0% | |
| BLACKROCK LFPTH DYNM 2030 T FD BLACKROCK INST TRUST CO · EIN 84-3206030 / PN 001 | Common Collective Trust | — | — | $13.3M | 5.9% | |
| MORLEY STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $12.8M | 5.6% | |
| BLACKROCK LFPTH DYNAM 2045 T F BLACKROCK INST TRUST CO · EIN 84-3236021 / PN 001 | Common Collective Trust | — | — | $12.7M | 5.6% | |
| BLACKROCK LFPTH DYNM 2040 T FD BLACKROCK INST TRUST CO · EIN 84-3225779 / PN 001 | Common Collective Trust | — | — | $12.5M | 5.5% | |
| BLACKROCK LFPTH DYNAM 2050 T F BLACKROCK INST TRUST CO · EIN 84-3236240 / PN 001 | Common Collective Trust | — | — | $11.7M | 5.2% | |
| Harbor Capital App Inst Fund (Registered Investment Company) | Common Stocks | — | — | $10.4M | 4.6% | |
| JP Morgan MidCapValue L Fund (Registered Investment Company) | Common Stocks | — | — | $9.7M | 4.3% | |
| BLACKROCK LFPTH DYNAM 2055 T F BLACKROCK INST TRUST CO · EIN 84-3249549 / PN 001 | Common Collective Trust | — | — | $8.4M | 3.7% | |
| Macquarie Mid Cap Growth I Fund (Registered Investment Company) | Common Stocks | — | — | $6.8M | 3.0% | |
| MFS INTL GROWTH CIT CLASS 2 MFS HERITAGE TRUST COMPANY · EIN 57-1187281 / PN 001 | Common Collective Trust | — | — | $6.4M | 2.8% | |
| Vanguard Sm Cp Gr Idx Instl Fd (Registered Investment Company) | Common Collective Trusts | — | — | $5.9M | 2.6% | |
| Dodge & Cox Stock I Fund (Registered Investment Company) | Mutual Funds | — | — | $5.8M | 2.6% | |
| AM CENT US SM CP VAL EQ TRUST SEI TRUST COMPANY · EIN 45-4505064 / PN 013 | Common Collective Trust | — | — | $5.8M | 2.5% | |
| Notes receivable from participants Interest rate ranges from 4.25% to 9.50% | Bonds / Notes | — | — | $4.9M | 2.1% | |
| IR+M CORE BOND COLLECTIVE FUND GLOBAL TRUST COMPANY · EIN 37-6567224 / PN 001 | Common Collective Trust | — | — | $4.4M | 2.0% | |
| BLACKROCK LFPTH DYNM 2060 T FD BLACKROCK INST TRUST CO · EIN 84-3249864 / PN 001 | Common Collective Trust | — | — | $4.4M | 1.9% | |
| Vanguard Short-Term Fed Adm Fd (Registered Investment Company) | Mutual Funds | — | — | $3.9M | 1.7% | |
| Cohen & Steers Realty Sh Fund (Registered Investment Company) | Common Stocks | — | — | $2.7M | 1.2% | |
| Fidelity Total Int Idx Fund (Registered Investment Company) | Common Collective Trusts | — | — | $2.0M | 0.9% | |
| BLACKROCK LFPTH DYNM 2065 T FD BLACKROCK INST TRUST CO · EIN 84-3263206 / PN 001 | Common Collective Trust | — | — | $1.3M | 0.6% | |
| Fidelity Sm Cap Index Fund (Registered Investment Company) | Common Collective Trusts | — | — | $984K | 0.4% | |
| Fidelity Emerg Mkt Index Fund (Registered Investment Company) | Common Collective Trusts | — | — | $479K | 0.2% | |
| INTELLICENTS CONSERVATIVE CIF ALTA TRUST COMPANY · EIN 86-3974282 / PN 001 | Common Collective Trust | — | — | $115K | <0.1% | |
| INTELLICENTS MODERATE CIF ALTA TRUST COMPANY · EIN 86-3956341 / PN 001 | Common Collective Trust | — | — | $107K | <0.1% | |
| INTELLICENTS MOD AGGR CIF ALTA TRUST COMPANY · EIN 86-3914399 / PN 001 | Common Collective Trust | — | — | $88K | <0.1% | |
| INTELLICENTS AGGRESSIVE CIF ALTA TRUST COMPANY · EIN 87-0860881 / PN 001 | Common Collective Trust | — | — | $69K | <0.1% | |
| INTELLICENTS MODERATE CONS CIF ALTA TRUST COMPANY · EIN 86-3883297 / PN 001 | Common Collective Trust | — | — | $1K | <0.1% | |
| BLACKROCK LFPTH DYNM 2025 T FD BLACKROCK INST TRUST CO · EIN 84-3205395 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INTELLICENTS INVESTMENTS SOLUTIONS | 41-1812533 | — | INVESTMENT ADVISORY | $96K | — |
